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KRUSEN CAPITAL MANAGEMENT, LLC
CRD 150754File 801-70338
APPROVED
Retail clients
Custody
Filing as of Mar 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$255.7M
Below cohort median (national)
Discretionary AUM
$63.8M
Non-discretionary $191.9M
Clients
140
217 accounts
Employees
2
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 16, 2009
- Principal office
- 515 N. FLAGLER DR,, SUITE 350, WEST PALM BEACH, FL, 33401
- Phone
- 561-370-7439
- Website
- https://krusencapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $255.7M
- Discretionary AUM
- $63.8M
- Non-discretionary AUM
- $191.9M
- Discretionary accounts
- 80
- Non-discretionary accounts
- 137
- Total accounts
- 217
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $67.4M |
| Insurance companies | Fewer than 5 | $770K |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 103 | $122.5M |
| Pooled investment vehicles | 2 | $63.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 134 | 140 | increased by6 |
| Apr 1, 2026 | AUM | $218,445,925 | $255,745,817 | increased by$37,299,892 |
| Apr 1, 2026 | Accounts | 134 | 217 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 1 | 2 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 125 | 134 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $290,341,416 | $218,445,925 | decreased by$71,895,491 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 125 | 134 | increased by9 |
| Apr 1, 2022 | Clients | 119 | 125 | increased by6 |
| Apr 1, 2022 | AUM | $226,549,986 | $290,341,416 | increased by$63,791,430 |
| Apr 1, 2022 | Accounts | 108 | 125 | increased by17 |
| Feb 1, 2022 | Employees | 4 | 1 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KRUSEN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KRUSEN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.